Skip to main content
Filters in Schedules

Learn how to use filters to customize which products appear in your schedules.

Updated this week

Display only the products you want, based on the criteria you choose. You can make the filter as simple or as complex as you need by adding or removing conditions. For example, you may want to show only wall finishes that have been selected, or you may choose to display wall finishes that have been selected or are in consideration, and that are made of stone.

How to Use Filters

  • Click on the Filters button at the top bar

  • Click Add Condition or Add Group Condition

  • Use the drop down menu to select each option and build a query that reflects the products you want to show

    • For example, show doors where Client Approval Status Is Exactly Approved by Client, or Approved Alternate by Client, AND Price is lower than $1,500

    • See image below for how the query looks like

  • Use the + icon to add conditions within the group

  • Use Add Condition or Add Group Condition to add more conditions

  • Remove conditions by clicking on the trash icon

  • To reorder conditions, click on the six dots icon and drag them up or down

  • You will see the list of products updating as you add/remove filters

  • The view is automatically saved


πŸ“š Keep Learning πŸ“š


Next: Hide in Schedules

Did this answer your question?